Moveware 9.14 Release Notes

452010
Enhancement - Data Import - Debtors Import allow import group with multiple values separate with a comma

We have enhanced the Data Import screen for Debtors import to allow importing multiple groups, if the values are separated by a comma.

Administration > Utilities > Data Import > Type: Debtors > Group column

Settings:
Groups must exist in Codes Management > Type: Cust Groups

452147
Enhancement - Added a confirmation message when changing Inventory Names

We have added a confirmation message to users when changing the Inventory Names as per below:

1.) Inventory Type Packing: when changing Brief Name
2.) Inventory Type Crate: when changing Crate Type
3.) Inventory Type Office: when changing Number
4.) Inventory Type Other: when changing Number
5.) Inventory Type Vessel: when changing Lloyds Number

Administration > Company Setup > Inventory

453100
Enhancement - Added event logs for modifying Menu records

We have added event logs when modifying menu records on the Menu Management screen.

• When adding/deleting the Menu

• When modifying each field

We have also added the button to view the event logs on the top-right of the screen.

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458958
Enhancement - Added event log on Employee screen when changing Cost Type

We have added an event log when changing the 'Cost Type' of an Employee record.

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460488
Maintenance - Locking down Code Status for non-Moveware Admin users

Due to an increase in editing and adding of Statuses not supported by Moveware, we have locked the code type 'Status' in Codes Management for Non-Moveware Admin users.

This is to prevent users accidentally changing and/or adding new statuses, which should only be done by a Moveware Administrator as it must be done in a very specific way and requires code to function properly.

If you require a change to your Statuses, please log a Support Ticket and request an assessment of change.

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459251
Bug Fix - Fixed bug when Reset record on Copying or Adding Job via Quick Job Entry screen

We found a bug when copying or adding a new job via the Quick Job Entry screen.
The system did not reset the mandatory and non-editable fields (e.g. Entered By) and let users save the record without the proper information, which caused issues saving the job later on.
This issue has been fixed in version 9.14.

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459842
Bug Fix - Reviews in Mobi Setup will only show active records

We have fixed Mobi Setup > Reviews tab to only show Reviews (Type: Rating Type) on status 'Active'.

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459997
Bug Fix - Fixed Rate for DOM, DTM and DDM to support Price Rate Min and Max

We have fixed a bug where the min or max price rate was not respected. This has been fixed on all three rate calculation types.

DOM = Qty * Rate = (Origin Distance * Volume M3) * Rate
DTM = Qty * Rate = (Destination Distance * Volume M3) * Rate
DDM = Qty * Rate = ((Origin Distance + Destination DIstance) * Volume M3) x Rate

The rate is from the volume break by the rate matrix.

460024
Bug Fix - Added Validation when deleting Tariff Debtor

We have added a validation when a user tries to delete a 'Tariff' Debtor/Customer, to prevent deletion if it has been used on a Removal, Rate Request or Cost Option.

On the Customer Management screen > Select Tariff Debtor (Status column) > Details > Delete > error message to prevent deletion.

Settings:
sysparam-spare7[49] = Y

460559
Bug Fix - Fixed the description search filter on Customer Contacts screen

We have fixed the Description search filter in the Contacts on the Customer Management screen.
Previously, the filter did not work with Email type contact(s) and it excluded them from the search.

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460659
Bug Fix - Updated View Release Notes & Schedule on About Moveware dialog

We have updated the link of the 'View Release Notes' and 'View Release Schedule' under Window > About Moveware.

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461206
Bug Fix - Validation for write-off adjustments from Debtor/Creditor Management - Inquiry screen

We have fixed an issue that allowed users to write-off adjustments from the Debtor/Creditor Management - Inquiry screen to any account. The system will now throw an error if any Trade Debtors/Trade Creditors/Current Earnings linked account is selected.

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457770
Enhancement - Ability to translate 'Click here' for the url link in email reports

We have added the ability to translate 'Click here' (coming from merge field 'website feedback only') on the url link used in email reports.

Run an email report which supports multi-language and is using a 'click here' link.
With the proper setup the output of the 'click here' will be in the language as selected in the removal details. If no language is set, it will default to 'click here'.

Settings:
Administration > Language > Add a new record as following:

-Table: Codes
-Type: EMailMerge
-Field: Click Here
-assign English and any other language you require

430265
New System Parameter - Clear Purchase Approval After Changed records

We have added a new System Parameter that will clear the Purchase Approval Date after changing the record by one of the following actions:

-editing a purchase charge line
-adding a new charge line or deleting a charge line
-changing the Purchase Creditor

Excluded are: Status charges, VAT and Tax code changes, changes to any header field that isn't the Creditor.

The system will then do the following:

1.) Reset the Approval Date to be blank
2.) Reset the Purchase Order Status to "Requested"
3.) Send a reminder according to the System Parameter 'Send Reminder with Purchase Approval' (if enabled)

Settings:
Code: ClearPurchaseApprovalAfterChangedRecords
Description: Clear Purchase Approval After Changed records
Options: Y = Yes, N = No
Default: M

444483
Enhancement - Added print button to Bank Deposit screen to print Transaction report

We have added a print button to the Bank Deposit screen to print the Transaction report based on the filters on the screen. The report can be filtered by the Date, Src, By, Method, Batch#, Description, and Amount columns on the screen.

Banking > Bank Deposits

457328
Enhancement - Event Logging On General Ledger Setup screen on Copy/Add/Update

We have added event logs when users copy/add or update records on the General Ledger Setup screen.

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456253C
Extended the System Parameters 'Use Thousand Separator In Costing Screen' and 'Remove decimal place when Currency is VND'

We have extended the System Parameter 'Use Thousand Separator In Costing Screen' to include the cost header. Previously, it only applied to cost lines.

We have extended the System Parameter 'Remove decimal place when Currency is VND' to increase two more digits. Previously, the System Parameter only removed the decimal place without increasing the digit limit.

Settings:
UseThousandSeparator = Y
RemoveDecimalVND = Y

459800
Enhancement - Additional Validation for Release Ticket 456631

Release Note 456631 - "New validation to stop users adjusting sell/est values on waybill cost if linked to locked cost option" has been expanded to consider the account costing status and below System Parameters.

When changing the estimated costs in the waybill costing, the system will check the conditions as follows:

A.) Check System Parameter "Allow Editing of Estimate Cost when Price Locked"
1.) Y = allow editing estimate if no invoice or if invoice has not been posted (U)
2.) N = do not allow user to edit estimate when price locked (P)
3.) U = allow edit estimate

B.) Check cost option status if price fully locked (Y) = do not allow editing

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426963
New System Parameter - EnableCustomReviewTariffJobType

We have created a new System Parameters that can enable the 'Review' tab on Customer Management > Job Types in order to be able to set custom review questions on a Tariff.

The user can enable the System Parameter and add custom Review Questions on the Tariff customer per Job Type. Go to a job with the Tariff customer and run the job type creator (JTC) to generate the Review Questions for the selected Job Type.

Code: EnableCustomReviewTariffJobType
Description EnableCustomReviewTariffJobType
Options: Y = Yes, N = No
Default: N

446208
New System Parameter - Disable Non-Applicable Diary Action Updates

We have added a new System Parameter called "Disable Non-Applicable Diary Action Updates" to keep child diary actions from updating after setting their parent to 'non-applicable'.

Administration > System Setup > System Parameters

Code: DisableNAActionUpdates
Description: Disable Non-Applicable Diary Action Updates
Options: Y = Yes, N = No
Default: N

423018
New Report: Survey Summary New

We have added a new standard version of the Survey Summary report with more details and features. A few examples:

-volume summary by room
-volume summary by destination
-section for packing material grouped by destination
-section to display inventory images
-section for operational dates
-section for crates
-section for review questions
-multi-language support for main sections

Removals > drop-down list
Choose from the drop down report list in the Removals Screen

Reports > Sales tab
Select the report on the Reports screen under Sales tab

Settings:
Reportname = SurveySummaryNewImages
Description = Survey Summary New
Report Type = Report
Version = SurveySummaryNew
Details = Report detailing Surveyed Inventory - grouped by destination or rooms. Includes Inventory images. Also groups Packing Materials.
Use Filter RP = 'Y'
Show in RP = 'Y'

458052
New Report: Trial Balance To Excel

A new report has been added to show the details of debtors transactions. This Report is a picture of your accounts at the time of running the report.

Reports screen > Debtors/Customers

Settings:
Reportname = TrialBalanceToExcel
Description = Trial Balance To Excel
Report Type = Report
Version = Trial Balancep Excel
Details = Listing of all debtors showing Transaction details. This Report is a picture of your accounts at the time of running the report.

460311
New Report: Sales Budget

A new report has been added to show the Sales Budget of each employee.
It can be filtered by by invoice date, sales rep, invoice branch and invoice status.

Reports > Analysis > Sales Budget

Settings:
Reportname = SalesBudget
Description = Sales Budget
Report Type = Report
Version = SalesBudget
Details = Sales Budget filter by invoice date, sales rep, invoice branch and invoice status. The report can now be grouped in many different ways and can be flagged to show local and foreign currency values.

460489
Enhancement - Amendment to the OMNI Tonnage Reports

At the request of OMNI, we have removed the Origin Location & the Destination Location columns from the standard Moveware OMNI Tonnage report, as it is no longer required.

Reports screen > Analysis > OMNI Tonnage Report and OMNI Tonnage Report by Jobs

459495
New System Parameter - Use Storage Meters Minimum on Storage Invoicing

We have added a new System Parameter to use the entered meters as a minimum for Storage Invoicing when using the a calculation type that begins with 'SN'.

Administration > System Setup > System Parameters

Settings:
Code: UseStorageMetersMin
Description: Use Storage Meters Minimum on Storage Invoicing
Options: Y = Yes, N = No
Default: N

442328
Enhancement - Waybill Diary to look at the Waybill Diary Action 'Settings' field to alocate destination branch

We have added an additional functionality to the Waybill Diary screen to look at the Waybill Diary Action 'Settings' field. Any action with 'DefaultBranchDestination' added to the 'Settings' field will always be assigned with the Destination Agent's branch.

Previously, this was only working for 'IM'-types.

On the Waybills screen > Diary tab > add a Waybill Diary Action that has above value in the Setting field.

Settings:
Administration > Company Setup > Diary Actions > add 'DefaultBranchDestination' into the 'Settings' field.